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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,364 | $138,102-74.4% | $125,381-71.8% | $134,532-73.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -3.15% | 750.73%-753.9pp | 572.31%-575.5pp | 418.27%-421.4pp |
| Employer contribution / active EE | $2,693 | $5,245-48.7% | $4,815-44.1% | $4,741-43.2% |
| Participant deferral / active EE | $8,023 | $7,801+2.8% | $7,448+7.7% | $6,401+25.3% |
| Admin fee / account holder | $284 | $11,568-97.5% | $10,007-97.2% | $11,429-97.5% |